DATE: 17th – 18th September 2018

ORGANIZER: SignUp Software AB

Welcome to our annual partner event in Stockholm, Sweden.

This is the time of year we put all our experts at your disposal. We exchange information, present general news, roadmaps and product information. This year for the first time we will have one event for all our partners, both from AX/365 FO and NAV/365 BC.

During these two days you meet among others, Helena Fuchs, Microsoft Dynamics Manager for Sweden, SignUp CEO Henrik Garver, Sales/Partner Director Göran Garvner as well as other management from SignUp offices around the world. You will also meet productmanagers responsible for ExFlow in D365 Finance and Operations, Business Central and NAV, experts on sales and marketing, development and the application specialists.

One of SignUp Softwares ambitions is to provide a good training platform for all our partners. That is why we last year launched the ExFlow Academy. The program consists of a Basic and an Advanced course and is availble for both D365 Finance and Operations and NAV / D365 Business Central. Choose your prefered track when registerating for the event.

The date, location and preliminary agenda has been set, however, this information will be updated continuously.

Preliminary Agenda

DAY 1- 17th September

 Morning Session 

Welcome
General news
Roadmap
Highlights New Functionality AX/365 FO
Highlights New Functionality NAV/365 BC
Readsoft
Helena Fuchs, Microsoft Dynamics Manager for Sweden

Afternoon and Day 2 Sessions

There are 4 different tracks to choose from. When registrering, choose your preferred session.

Both the basic and advanced courses will start with a walktrough on how the system is implemeted and best utilized. Best practise configuration of the ExFlow environment. Parameters and technical setup. Invoice matching settings. How to setup approver rules and/or workflows.

Track 1 – ExFlow  D365 Finance & Operations – BASIC

Invoice process from scanning to final approval
Process – ExFlow Cost invoice
Process – ExFlow PO invoices
Workshop- Self training
ExFlow admin
Position Hierarchy

2 hours In-depth workshop where attendees can get hands on assistance from
our technical staff. Bring you own issues and talk them through with our experts.

Track 2 – ExFlow  D365 Finance & Operations – ADVANCED

How to setup approver rules using position hierarchy and/or workflows.
Linematchning
Advanced approval flows
Project handling
Order matching

“2 hours In-depth workshop where attendees can get hands on assistance from
our technical staff. Bring you own issues and talk them through with our experts.”

Track 3 – ExFlow NAV and ExFlow D365 Business Central – BASIC

Invoice process from scanning to final approval
Process – ExFlow Cost invoice
Process – ExFlow PO invoices
Workshop – Self training
ExFlow admin
Order matchning
Requisition
Contract module

“2 hours In-depth workshop where attendees can get hands on assistance from
our technical staff. Bring you own issues and talk them through with our experts.”

For the workshop section the group will be devided according to experience.

Track 4 – For Technicians & Developers

Functionality of new ExFlow WEB
ExFlow web roadmap
Machine learning
Azure web hosting
ExFlow Cloud
Templates
Onbording portal
Upgrade scripts
ExFlow configuration
Over the table discussions

Joint Dinner in evening

DAY 2 – 18 th September

Guest lecturer

Continued sessions from Day 1 including workshops

.